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Buffalo Flexible Income Fund: (MF: BUFBX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$20.57 USD
+0.05 (0.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.05 | 13 |
| 3 months | 10.05 | 13 |
| 6 months | 15.79 | 52 |
| 1 Year | 19.32 | 36 |
| 3 Year | 13.56 | 1 |
| 5 Year | 10.60 | 34 |
| 10 Year | 7.94 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 112.94 |
| Bear Market (10/07 - 2/09) | -35.96 |
| Bull Market (2/09 - 3/21) | 388.88 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 19.32 |
| 5 Year | 10.60 |
| 10 Year | 7.94 |
| Since Inception | 7.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.05 | NA | NA | NA |
| 2023 | -0.95 | 2.71 | 0.31 | 5.22 |
| 2022 | 3.92 | -6.34 | -5.96 | 13.64 |
| 2021 | 8.89 | 7.84 | -0.63 | 11.17 |
| 2020 | -24.31 | 16.99 | 0.15 | 10.22 |
| 2019 | 11.83 | 0.37 | 1.10 | 4.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.05 | 7.38 | 4.02 | 29.73 | -2.24 | 18.73 | -7.00 | 13.20 | 9.90 | -1.97 | 3.31 |
| % Total Return Rel to Index | -0.50 | -18.85 | 22.22 | 1.05 | -20.64 | -12.75 | -2.60 | -8.58 | -2.03 | -3.36 | -10.33 |
| % Total Return Rel to Peer | 3.32 | -1.99 | 10.99 | 8.73 | -7.40 | -3.25 | 0.02 | -0.90 | -1.45 | 1.51 | -4.12 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 5.00 | 4.00 | 3.00 | 4.00 | 4.00 | 2.00 | 5.00 |
| % Dividends | 0.03 | 0.35 | 0.30 | 0.29 | 0.28 | 0.32 | 0.38 | 0.36 | 0.39 | 0.40 | 0.22 |
| % Yield | 0.16 | 1.73 | 1.52 | 1.49 | 1.79 | 1.92 | 2.56 | 2.12 | 2.54 | 2.77 | 1.49 |
| Capital Gains ($) | 0.00 | 0.30 | 0.46 | 0.69 | 0.21 | 0.10 | 0.44 | 0.49 | 0.06 | 0.09 | 0.06 |
| Expense Ratio | 0.00 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%